Customer Advisor - New Accounts Officer (Makati)

Increase the font size  Reduce the font size 2022-10-04 IP Location 菲律宾 141
Industry Category Accounting / Finance Position Banking / Finance
Recruitment Department Number Of Recruits several
Work Location Metro Manila (NCR) Makati Nature Of Work Full Time
Gender Requirements Male Marriage Requirement No marital status restrictions
Education Level College Diploma Work Experience No work experience restrictions
Age Requirement Above 18 years old Salary Package Negotiable
Updated Date 2022-10-04 Valid Until Long-term validity
Job Description

The Role

As a Customer Advisor - New Accounts Officer, you will handle in-house selling, cross-selling of bank products and services, and managing of account portfolio to achieve sales targets. You will process the opening of new peso/dollar CASA accounts and placements, roll-over/renewal, termination, and payment of matured placements for all SBC products. You ensure on-time and accurate service delivery in compliance with the service standards of the Bank.

How you'll contribute

Identifies customer's needs, maintains and nurtures customer relationships through marketing calls, recommending and cross-selling other bank products, services, and alternative channels to customers, and formulation of strategies to further increase dealings with the BankAssists walk-in customers by serving and advising them on bank products to meet their needs and have dealings with the BankManages/attends to customers’ complaints by coordinating with the Branch Channel Manager (BCM) and/or concerned unit/s to ensure resolution and meet client satisfactionProcesses over-the-counter transactions and requests in accordance with the policies and procedures set by the Bank to ensure service delivery to customers within the service standards of the BankActs as a primary co-custodian to the Main Vault Door and Cash Safe and is tasked to conduct end-of-day verification of cash in a vault in accordance with the policies and procedures set by the Bank

What we’re looking for

Graduate of any Bachelor's Degree courseWith at least 3 years of combined sales and operations experience in branch banking, preferably handling new account transactions.Must have good interpersonal skills, negotiation skills, and a strong customer service orientationHas an in-depth understanding of the regulatory, quality control, and risk management framework
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More>Company Introduction
About Security Bank We are the Philippines’ largest independent bank, having won countless awards over the years, including one of Euromoney's most prestigious industry awards in 2021—Best Bank in the Philippines.We’re changing how people bank. From the moment customers enter our branches to their experience online, we make them to feel valued and empowered.Now, with more than 300 branches spanning the country, BetterBanking has become the gold standard in improving the banking lives of millions of Filipinos. But we’re far from done.In our constant pursuit of excellence and improvement, we create teams that support our business and each other.


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